Our Process
Real financial visibility, on a timeline built around how you run jobs.
Here’s what working with us actually looks like: less time spent chasing your own numbers, jobs that stay profitable because problems get caught early, and a clear picture of exactly where you stand — any time a bank, a bonding agent, or your own gut asks.
Month After Month
Here’s what changes for you
Not a report you have to interpret yourself; a running, plain-language answer to how your jobs and your cash are actually doing.
Simplicity
One short update from you each month. Everything else runs without you chasing it.
- About 15 minutes a month on your end – not a data-entry job
- Invoices approved from your phone; job costs update in real-time
- A same-day answer when a lender or bonding agent calls with a hard question
Profitability
You stop finding out a job was a loser after it’s already closed.
- Every active job reviewed for cost and margin variance each month — with a written narrative on anything that needs a look, not just a number on a page
- Over- and under-billing caught early, before it turns into a cash problem or a hard question from a lender
- Margin fade tracked job over job, so a pricing mistake gets fixed before it repeats across your backlog
Visibility
It gives you a clear view of how you’re doing every month.
- A WIP schedule delivered on the same schedule every month, not assembled the night before it’s needed
- Retainage aging tracked automatically, so nothing gets forgotten until it’s overdue
- A 13-week rolling cash flow forecast, so a shortfall shows up on your radar instead of your bank statement
- Bonding-ready financials any time a renewal or credit application comes up
Every Month
How the review actually runs
This is the mechanism behind everything above – running quietly every month, without you having to ask.
Every month, one short update from your PM – the estimated cost to complete on active jobs – is the only thing we ever have to chase. Everything else comes straight from your system.
From there, we run every job through the same multi-variance review, checking job cost, margin fade, billing direction, and change orders. Jobs that are on track stay quiet. Jobs that need a conversation get a written narrative before the number becomes a pattern.
You’re not managing a process. You’re getting answers.
First two steps
How it starts
Two steps, sized to your systems and job count – and then the monthly review becomes part of how your books run.
Typically 1-2 weeks
Diagnostic
Before you spend a dollar on new systems, you’ll know exactly where the leaks are – in plain language, not accounting jargon.
- A clear, honest picture of what your books can and can’t tell you today
- A written recommendation – no obligation to continue
- Answers up front, not a homework assignment
Typically 4-8 weeks
Full-Stack Build
Your job costing, receivables, payables, and payroll start talking to each other automatically. No more rekeying the same information four times.
- Chart of accounts and cost codes built for your jobs, not a generic template
- Automated AP — approvals from your phone, not a stack of paper
- Live job costing your PMs can see in real time
- Your team trained on it, not just handed a manual
Ongoing, every month
The Monthly Rhythm
From here, it becomes part of how your business runs – on the same schedule, for as long as we are your partner.
- See “Month After Month” above for exactly what this looks like, every month
Why full-stack implementation changes everything
This is what makes the clear monthly view possible in the first place. Bolting one new tool onto a broken process just gives you a faster way to be wrong — implementing the whole stack together is what actually removes the manual work.
Invoices approved from your phone – no more chasing down a signature
Job costs update as the work happens, not weeks later at close
One clean data trail for your team, your bank, and your bonding agent
Fewer places for a number to go wrong, fewer surprises for you
See where your numbers actually stand.
A 30-minute diagnostic call – no obligation, no sales pitch, just a clear picture of what we can do for you.
Results described are typical based on a full-stack implementation and the Decorate package. Specific results not guaranteed.